Newsmakers

TOP NEWS CONDENSED FROM ACROSS THE WEALTH MANAGEMENT SPACE

Notes from Larry: I've assembled my personal picks of top news throughout the wealth management space – and why you should care.

Sowell Partners With Rayliant To Expand OCIO Offering

Rayliant Founder, Jason Hsu, To Take On Additional Role As Sowell Management’s Chief Investment Strategist

By Michael Madden

/ 21 Oct 2025

Sowell Partners With Rayliant To Expand OCIO Offering

Prudential Advisors Establishes New Offices In New York And New Jersey

New Offices In Rockefeller Center And Bell Works Intended To Attract New Advisors

By Michael Madden

/ 15 Oct 2025

Prudential Advisors Establishes New Offices In New York And New Jersey

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

The Firm’s Frontier Investment Management Practice Is The First To Join Its New Hightower Signature Wealth Brand.

By Jeff Berman

/ 15 Oct 2025

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

MAI Names Former Focus Financial Exec As Its CMO

The Appointment Of Kathleen Alcorn As CMO Is The Latest Step In MAI’s Growth Strategy And Follows Its Recently Announced Purchase Of Evoke Advisors.

By Jeff Berman

/ 9 Oct 2025

MAI Names Former Focus Financial Exec As Its CMO

World Names Ed Walters, Formerly Of Lincoln, As President

The Firm Also Announced CEO Troy Hammond Will Depart At Year End

By Janeesa Hollingshead

/ 7 Oct 2025

World Names Ed Walters, Formerly Of Lincoln, As President

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Kane Reports To Chief Strategy Officer Mike Broker In Newly Created Role

By Michael Madden

/ 6 Oct 2025

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Invest In Others Awards Advisors For Philanthropy

The Foundation’s 19th Annual Awards Presented 2nd Executive Tribute Honor To Private Advisor Group’s John Hyland.

By Jeff Berman

/ 26 Sep 2025

Independent Financial Group Promotes Business Development Leaders

Chad Cristo And Kelsey Hasterlik Will Lead Firm’s Growth Efforts In West And Mountain Regions

By Janeesa Hollingshead

/ 18 Sep 2025

David Fischer, Co-Founder and Chief Marketing Officer, Independent Financial Group

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Ascentix Plans Ongoing Series Of Private Leadership Events With WSR As Official Media Partner

By Julius Buchanan

/ 15 Sep 2025

Sid Yenamandra, Founder & CEO, SurgeONE.ai, addresses the WealthLOGIQ attendees

Industry Veteran Mark Casady Joins FMG As Executive Chairman

The Former LPL CEO’s Appointment Comes As GTCR Completes Its Previously Announced Acquisition Of FMG

By Jeff Berman

/ 12 Sep 2025

SEIA To Buy $1.6 Billion California RIA

Select Money Management Is SEIA’s Second-Largest Acquisition Ever

By Jeff Berman

/ 10 Sep 2025

Matt Matrisian, President, Signature Estate & Investment Advisors

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

Richard LeSavoy Joins Firm’s Network Through Centeras Private Wealth

By James Miller

/ 9 Sep 2025

Richard LeSavoy, Financial Advisor, Centeras Private Wealth

Newsmakers

Sowell Partners With Rayliant To Expand OCIO Offering

Prudential Advisors Establishes New Offices In New York And New Jersey

Hightower Launches Its First National Direct-To-Consumer Advisory Practice

MAI Names Former Focus Financial Exec As Its CMO

World Names Ed Walters, Formerly Of Lincoln, As President

Trilogy Financial Services Hires Amy Kane As Head Of Wealth Planning

Invest In Others Awards Advisors For Philanthropy

Independent Financial Group Promotes Business Development Leaders

Ascentix And SurgeONE.ai Host Inaugural WealthLOGIQ Leadership Event

Industry Veteran Mark Casady Joins FMG As Executive Chairman

SEIA To Buy $1.6 Billion California RIA

Sanctuary Recruits Lincoln Advisor Through Enterprise Partner Program

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